FBONX Mutual Fund

NAV$41.14

Returns Overview

1 Month
+0.55%
3 Months
+11.40%
6 Months
+10.22%
YTD
+9.46%
1 Year
+20.94%
3 Years (annualized)
+17.08%
5 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBONX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+5.87%
vs Peers
+3.59%

FBONX Mutual Fund Performance

FBONX performance across multiple time periods: 1-month 0.55%, YTD 9.46%, 1-year 20.94%, 3-year 17.08%, 5-year 9.91%.

FBONX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

FBONX performance comparison shows side-by-side returns with another fund. FBONX alternatives are available in the Mutual Fund Screener.